This is the end of the Pensionhelp Triage process, we will contact you at the appointed time. Please have a copy of your completed Confidential Financial Review to hand for the appointment.
To get an idea of the advice process, we recommend that you visit the Financial Conduct Authority page ‘Pension transfer advice: what to expect | FCA’. This will provide you with details of regulatory expectations of the transfer advice process, it also contains a series of useful videos.